secwatch.observer — SEC 8-K summary
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Issuer:     Rubrik, Inc. (RBRK)
CIK:        0001943896
Form:       8-K
Filed at:   2025-09-09T23:59:59+00:00
Accession:  0001943896-25-000039
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Rubrik beats Q2 guidance: Sub ARR $1.25B (+36%), revenue $309.9M (+51%), raises FY2026 outlook
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- Subscription ARR grew 36% YoY to $1.25B; revenue $309.9M (+51% YoY), exceeding all guided metrics.
- GAAP net loss per share improved to $(0.49) from $(0.98); non-GAAP net loss per share $(0.03) vs $(0.40).
- Cash from operations $64.7M (vs $(27.1M)); free cash flow $57.5M (vs $(32.0M)), turning positive.
- Acquired Predibase to accelerate agentic AI; launched Agent Rewind for AI mistake recovery.
- FY2026 outlook raised: Subscription ARR $1,408M-$1,416M; revenue $1,227M-$1,237M; FCF $145M-$155M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1943896/000194389625000039/0001943896-25-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1943896/000194389625000039/rbrk-20250909.htm
  HTML page:      https://secwatch.observer/filing/0001943896-25-000039

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer